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Help Center
Reports
Learning and Training Resources
Jobs, Contacts, and Boards
Jobs and Contacts
Boards
Documents & Photos
Suppliers
Subcontractors
Communications
Importing Contacts
Calendar and Tasks
Syncing Your Calendar
Your Calendar
Tasks
Record Scheduling
Time Tracking
Financials
Financial Templates
Estimates
Invoices
Work Orders
Material Orders
Margin and Markup
Products and Services
Taxes
Measurements
Profit Tracker
Payments
Credit Memos
Mobile Financials
Reports
Insights
Custom Reports
Built-in Reports
Settings
General Settings
Company Info
Team
Groups
Workflows
Templates
Forms
Subscription
Mobile Settings
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Engage
Set-Up
Usage
JobNimbus Marketing
JobNimbus AssistAI
JobNimbus Payments
Account Set-Up
Usage
Fees and Transactions
Tracking and Reporting
QuickBooks
General QuickBooks Info
QuickBooks Online
QuickBooks Desktop
Integrations
ABC Supply
API
Angi
ArcSite
QXO
BirdEye
CompanyCam
EagleView
Get The Referral
Global Payments
HailTrace
HOVER
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SRS Distribution
SumoQuote
Sunlight Financial
Toolsey
Wisetack
Xactimate
Zapier
Additional Resources
General
Sales and Financial Information
Backing up data
App Status
Suggestions
JobNimbus Legacy
Smart Estimates
Proposals
Legacy Estimates
Legacy Invoices
Legacy Material Orders
Legacy Budgets
Legacy Mobile
Legacy Integrations
Reports
Organize your data and get the information you need by creating custom reports or using the built-in reports.
Insights
What is Insights?
How Do I Use Insights Filters?
How do I Understand the Insights Business Overview?
How Does Insights Calculate My Data on the Sales Dashboard?
What Does Insights Workflow Dashboard Show Me?
What Can I See in the Accounts Receivable Tab in Insights?
What Does the Completed Dashboard in Insights Show Me?
How Do I Troubleshoot My Insights Data?
How Do I Subscribe to Insights Pages?
How Do My Workflows Work With Insights?
See more
Custom Reports
How Do I View My Custom Reports?
What Are the Different Custom Reports I Can Create?
Where Do I Find My Custom Reports?
How Do I Filter My Custom Report?
Is There a Way To Export My Custom Reports?
How Do I Create an Email Inbox From a Custom Report?
How Do I Organize My Custom Report?
How Do I Add a Calculation to My Classic Report?
How Do I Make Adjustments to the Reports I’ve Added to My Dashboard?
How Do I Bulk Edit or Bulk Delete Records?
How Do I Customize What I See on the Classic Dashboard?
See more
Built-in Reports
Where Can I View My Team's Activity?
